The world's first interactive investment analysis and reporting technology on a future-proof data platform

Addepar gives us a technology platform that lets us do what we do best. They provide complete and customized performance reporting and analysis to each client dynamically. Addepar is transforming our industry.

Joseph Piazza, Chairman and CEO of Robertson Stephens LLC
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The Addepar Platform

Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.

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Empowering smarter investment management decisions.

The Technology

Addepar is a technology company. We’ve invented and championed innovative solutions for global finance in the form of our Financial Graph, Transaction Effects, data platform, and our user interface.

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